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Dollar General

1,104 hedge funds and large institutions have $31.8B invested in Dollar General in 2024 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 428 increasing their positions, 411 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more funds holding in top 10

Funds holding in top 10: 1621 (+5)

13% more capital invested

Capital invested by funds: $28.2B → $31.8B (+$3.59B)

4% more repeat investments, than reductions

Existing positions increased: 428 | Existing positions reduced: 411

4% more call options, than puts

Call options by funds: $1.22B | Put options by funds: $1.17B

2% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 118

1% less funds holding

Funds holding: 1,1121,104 (-8)

1.66% less ownership

Funds ownership: 94.47%92.8% (-1.7%)

Holders
1,104
Holders Change
-8
Holders Change %
-0.72%
% of All Funds
15.9%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.3%
New
120
Increased
428
Reduced
411
Closed
118
Calls
$1.22B
Puts
$1.17B
Net Calls
+$42.4M
Net Calls Change
+$32.6M
Name Holding Trade Value Shares
Change
Change in
Stake
E3F
1151
Eight 31 Financial
Texas
-$611K -4,496 Closed
VIM
1152
Vista Investment Management
Pennsylvania
-$597K -4,394 Closed
DFG
1153
Demars Financial Group
Washington
-$571K -4,200 Closed
CWP
1154
Cyndeo Wealth Partners
Florida
-$550K -4,048 Closed
WAM
1155
Weiss Asset Management
Massachusetts
-$543K -3,994 Closed
RGF
1156
Retirement Guys Formula
Ohio
-$488K -3,591 Closed
AWM
1157
Axxcess Wealth Management
California
-$462K -3,396 Closed
AAS
1158
Ameritas Advisory Services
Nebraska
-$460K -3,381 Closed
AI
1159
Atom Investors
Texas
-$430K -3,165 Closed
CCS
1160
Concentric Capital Strategies
Connecticut
-$429K -3,154 Closed
CIA
1161
Compass Ion Advisors
Pennsylvania
-$419K -3,080 Closed
N
1162
Natixis
France
-$412K -3,032 Closed
CL
1163
Choreo LLC
Illinois
-$403K -2,961 Closed
AWA
1164
Arete Wealth Advisors
Illinois
-$400K -2,940 Closed
BC
1165
Bridgefront Capital
Texas
-$396K -2,912 Closed
BAM
1166
Belpointe Asset Management
Nevada
-$379K -2,788 Closed
SIA
1167
Soltis Investment Advisors
Utah
-$349K -2,564 Closed
CAM
1168
Cypress Asset Management
Texas
-$339K -2,495 Closed
TPCM
1169
Templeton & Phillips Capital Management
Tennessee
-$326K -2,400 Closed
HIC
1170
Hartline Investment Corp
Illinois
-$319K -2,350 Closed
OC
1171
Opinicus Capital
Florida
-$314K -2,309 Closed
MGWM
1172
Marks Group Wealth Management
Minnesota
-$309K -2,273 Closed
ROC
1173
Running Oak Capital
Minnesota
-$302K -2,219 Closed
OA
1174
Oracle Alpha
Ontario, Canada
-$290K -2,132 Closed
MFS
1175
Mirabella Financial Services
United Kingdom
-$289K -2,121 Closed

DG Hedge Fund Activity: Q1 2024 in Review

1,104 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dollar General (DG) for Q1 2024, worth a combined $31.8B — up 13% from $28.2B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new DG positions and 118 closed out — a net gain of 2 holders — while 428 added to existing stakes and 411 trimmed.

The largest buyer was Capital International Investors, adding an estimated $300M. The largest seller was Morgan Stanley, cutting an estimated $662M.

  • 1,104 institutional investors held Dollar General (DG) as of Q1 2024, down from 1,112 in Q4 2023.
  • Funds reported $31.8B of Dollar General stock for Q1 2024, up 13% quarter-over-quarter.
  • 120 funds opened new Dollar General positions in Q1 2024 and 118 closed out, a net change of +2 holders.
  • The largest Dollar General buyer in Q1 2024 was Capital International Investors, an estimated $300M added.
  • The largest Dollar General seller in Q1 2024 was Morgan Stanley, an estimated $662M sold.

Based on aggregated 13F filings for Q1 2024.